Anchyra Partners LLC Makes New $797,000 Investment in Analog Devices, Inc. $ADI

Key Points

• Anchyra Partners LLC initiated a new position in Analog Devices, purchasing 2,939 shares in Q4 worth approximately $797,000.
• Several analysts have raised price targets on ADI—Bank of America to $425—resulting in a MarketBeat consensus of Moderate Buy with an average target near $370.69.
• Analog Devices beat quarterly estimates (EPS $2.46 vs. $2.31; revenue $3.16B vs. $3.10B), set Q2 EPS guidance of $2.73–3.03, and raised its quarterly dividend to $1.10 (annualized $4.40, ~1.1% yield).

Anchyra Partners LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,939 shares of the semiconductor company's stock, valued at approximately $797,000.

A number of other large investors have also recently made changes to their positions in ADI. Albion Financial Group UT increased its stake in shares of Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company's stock worth $33,000 after purchasing an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC lifted its stake in shares of Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company's stock valued at $35,000 after buying an additional 49 shares in the last quarter. Y.D. More Investments Ltd bought a new position in Analog Devices in the 3rd quarter worth $32,000. LFA Lugano Financial Advisors SA boosted its holdings in Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company's stock worth $33,000 after buying an additional 65 shares during the period. Finally, Salomon & Ludwin LLC increased its stake in Analog Devices by 104.1% in the 4th quarter. Salomon & Ludwin LLC now owns 149 shares of the semiconductor company's stock worth $41,000 after buying an additional 76 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have commented on ADI shares. Piper Sandler raised their price target on Analog Devices from $250.00 to $360.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Truist Financial increased their target price on Analog Devices from $291.00 to $364.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Bank of America lifted their target price on Analog Devices from $400.00 to $425.00 and gave the company a "buy" rating in a research note on Monday, April 13th. Evercore reissued an "outperform" rating and issued a $387.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Finally, Arete Research upgraded Analog Devices from a "neutral" rating to a "buy" rating and set a $389.00 price target for the company in a research note on Monday, March 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices currently has a consensus rating of "Moderate Buy" and an average price target of $370.69.

Analog Devices Price Performance

NASDAQ:ADI opened at $399.57 on Monday. The business's 50-day moving average is $337.53 and its 200 day moving average is $294.85. Analog Devices, Inc. has a 12 month low of $186.73 and a 12 month high of $408.37. The company has a market capitalization of $195.07 billion, a P/E ratio of 73.05, a P/E/G ratio of 1.60 and a beta of 1.05. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI - Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating the consensus estimate of $2.31 by $0.15. The business had revenue of $3.16 billion during the quarter, compared to analysts' expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm's revenue for the quarter was up 30.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, equities research analysts forecast that Analog Devices, Inc. will post 11.38 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices's previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices's payout ratio is currently 80.44%.

Key Headlines Impacting Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Bank of America raised its price target on ADI to $425 (from $400) and reiterated a Buy rating, citing strong margins and pricing power — a clear fundamental endorsement that can support higher share valuations. Bank of America Raises ADI PT to $425
• Positive Sentiment: ADI was highlighted as one of "4 Solid Stocks" amid an S&P 500 record close, reflecting favorable industry/earnings momentum for select tech names — positive sentiment that can attract inflows. 4 Solid Stocks to Grab
• Positive Sentiment: Recent market commentary noted ADI outperformed the broader market in the latest session (reported intraday/close gains), indicating periodic investor buying interest and momentum. ADI Beats Stock Market Upswing
• Neutral Sentiment: Analog Devices will report Q2 FY2026 results on May 20 (pre-market) and host a conference call — a near-term catalyst that often increases volatility as investors position ahead of results. Q2 FY2026 Results Date
• Neutral Sentiment: Media and retail interest in ADI has risen (multiple "most searched" / watchlist articles), which can boost short‑term volume but doesn't guarantee sustained price direction. Investors Heavily Search ADI
• Neutral Sentiment: Sector commentary (MarketBeat piece on Texas Instruments) points to strong data-center demand benefiting semiconductor peers; ADI may benefit indirectly from broader industry tailwinds but the article focuses on TI. TI Surges; Sector Context
• Neutral Sentiment: Short-interest data in the latest report appears to show 0 shares (and a 0.0 days-to-cover) — likely a reporting anomaly and not a meaningful signal on positioning.
• Neutral Sentiment: General coverage pieces listing ADI as a large-cap to watch provide additional visibility but are not new fundamental news. 2 Large-Cap Stocks Worth Investigating

Insider Activity at Analog Devices

In related news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company's stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares of the company's stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 27,324 shares of company stock valued at $8,758,085 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

Analog Devices Company Profile

Analog Devices, Inc NASDAQ: ADI is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company's product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.

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